Civic Intelligence

Carson Foundation

990PF • Fiscal year 2016 • EIN 84-6277774

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization Profile
450 9th AveDenver, CO 80203

(720) 224-6544

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

31st percentile

$92,667

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

95th percentile

59%

Faster asset growth than 95% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1339%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$14,735,792

Up $5,474,343 (+59%) from 2015

Net Assets

$14,735,792

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin96th percentile

Revenue

Up

$6,338,124

Up $5,897,714 (+1339%) from 2015

Expenses

Up

$850,890

Up $64,351 (+8.2%) from 2015

Net Income

Up

$5,487,234

Up $5,833,363 (+1685%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $10,462,954Liabilities 2011: $02011Assets 2012: $10,009,027Liabilities 2012: $02012Assets 2013: $9,434,792Liabilities 2013: $02013Assets 2014: $9,620,884Liabilities 2014: $02014Assets 2015: $9,261,449Liabilities 2015: $02015Assets 2016: $14,735,792Liabilities 2016: $0Net Assets 2016: $14,735,7922016Assets 2017: $15,806,165Liabilities 2017: $0Net Assets 2017: $15,806,1652017Assets 2018: $15,545,442Liabilities 2018: $0Net Assets 2018: $15,545,4422018Assets 2019: $15,612,570Liabilities 2019: $0Net Assets 2019: $15,612,5702019Assets 2020: $11,358,196Liabilities 2020: $44,469Net Assets 2020: $11,313,7272020Assets 2021: $13,364,109Liabilities 2021: $0Net Assets 2021: $13,364,1092021Assets 2022: $14,692,314Liabilities 2022: $0Net Assets 2022: $14,692,3142022Assets 2023: $18,278,493Liabilities 2023: $12023Assets 2024: $17,877,850Liabilities 2024: $0Net Assets 2024: $17,877,8502024

Highlighted filing

2016

Assets$14,735,792
Liabilities$0
Net Assets$14,735,792
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,222,777Expenses 2011: $726,611Net Income 2011: $496,1662011Revenue 2012: $407,288Expenses 2012: $837,714Net Income 2012: -$430,4262012Revenue 2013: $225,155Expenses 2013: $800,015Net Income 2013: -$574,8602013Revenue 2014: $1,064,628Expenses 2014: $876,309Net Income 2014: $188,3192014Revenue 2015: $440,410Expenses 2015: $786,539Net Income 2015: -$346,1292015Revenue 2016: $6,338,124Expenses 2016: $850,890Net Income 2016: $5,487,2342016Revenue 2017: $2,036,823Expenses 2017: $921,512Net Income 2017: $1,115,3112017Revenue 2018: $815,049Expenses 2018: $1,055,772Net Income 2018: -$240,7232018Revenue 2019: $1,421,997Expenses 2019: $1,157,714Net Income 2019: $264,2832019Revenue 2020: $754,389Expenses 2020: $1,049,467Net Income 2020: -$295,0782020Revenue 2021: $3,166,591Expenses 2021: $1,102,999Net Income 2021: $2,063,5922021Revenue 2022: $2,448,366Expenses 2022: $1,112,928Net Income 2022: $1,335,4382022Revenue 2023: $4,890,328Expenses 2023: $1,255,949Net Income 2023: $3,634,3792023Revenue 2024: $2,129,529Expenses 2024: $1,387,355Net Income 2024: $742,1742024

Highlighted filing

2016

Revenue$6,338,124
Expenses$850,890
Net Income$5,487,234
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brooke Johnson BrownPresidentPT$87,667$5,000$92,667
Lelia CarrollVice PresidentPT$0--
Brandon JohnsonSecretarytreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Carson Foundation
EIN
84-6277774
Address
450 9th Ave, Denver, CO 80203

Signing Officer

Name
Brooke Johnson Brown
Title
President
Phone
7202246544
Signed
2017-11-09
Discuss with paid preparer
No

Preparer

Firm
Lynn A Lancaster CPA
Address
450 Krameria Street, Denver, CO 80220
Preparer
Lynn A Lancaster
Phone
7203533691
Raw XML AppendixShowing 400 of 455 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.058708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.060003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013929861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09889666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt011596244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011397131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011354561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011279296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0679611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.302038
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0679611
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0679611
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0679611
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Brooke Johnson Brown
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0450 9th Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Denver
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07202246544
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Lelia Carroll
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0542300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Schedule 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Schedule 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Schedule 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080220
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0542300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0679611
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0680310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0181084
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0116612
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0699
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0296997
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0181084
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0115913
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0679611
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0296997
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0297696
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Lelia Carroll
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0435 Detroit
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Denver
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080206
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05357502
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14891
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Taxes
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Foreign Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Branzan K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Distressed Fund K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Family Wealth K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Dues and subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Travel
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Management fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Sage K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Westfield K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Accounting fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11Concord Energy Fund K-1 Expens
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32726
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4782
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt58006
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81165
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt103238
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1211833
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02122
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11252
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2326
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6154315
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt7704
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt94678
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt103238
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11252
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2326
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32726
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4782
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt58006
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6154315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7704
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt94678
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt106476
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1211833
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt30
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt40
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt50
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Concord K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Branzan K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Baceline K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Westfield K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc4Family Wealth K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc5Oakwood Real Estate K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0155687
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1846

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,735,792
Liabilities
$0
Net assets
$14,735,792
Revenue
$6,338,124
Expenses
$850,890
Net income
$5,487,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$2.13$1.39$0.74
2023Summary only. Only limited summary data is available for this year.$18.3$0.00$4.89$1.26$3.63
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$2.45$1.11$1.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.00$13.4$3.17$1.10$2.06
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.04$11.3$0.75$1.05$0.30
2019Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.42$1.16$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.00$15.5$0.82$1.06$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$0.00$15.8$2.04$0.92$1.12
2016Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$6.34$0.85$5.49
2015Summary only. Only limited summary data is available for this year.$9.26$0.00$0.44$0.79$0.35
2014Summary only. Only limited summary data is available for this year.$9.62$0.00$1.06$0.88$0.19
2013Summary only. Only limited summary data is available for this year.$9.43$0.00$0.23$0.80$0.57
2012Summary only. Only limited summary data is available for this year.$10.0$0.00$0.41$0.84$0.43
2011Summary only. Only limited summary data is available for this year.$10.5$0.00$1.22$0.73$0.50